Document Builder from a report
I introduced document builder to my main intake sheet however when I go to generate a document from a report the fillable pdf. template I loaded is not there. The functionality to generate a document is active...do I have to load my template on every report? Any one else have this issue?
Best Answer
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Strange!
I noticed it now, as well.
If you haven’t already, I would recommend that you reach out to the Smartsheet Support Team.
Let me know what you find out.
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
-
Strange!
I noticed it now, as well.
If you haven’t already, I would recommend that you reach out to the Smartsheet Support Team.
Let me know what you find out.
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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@John Littler I noticed this same thing.
I mapped the document again while in the report and now it shows up as a saved mapping on other rows in that report, even if I haven't created a mapping on that specific source sheet. The sheets are identical as they came from a template that was created prior to Document Builder being a feature.
The saved mapping does not show up on that very same source sheet when accessing the Document Builder from the sheet itself. If you make a copy of a template sheet that has a saved mapping, the mapping is not available in the new sheet. I imagine the same for various reports.
Also of note, I am not able to select the option to attach the generated document to the row it came from when generating documents from a report.
For my purposes, these two limitations do not make this function worthwhile as I would have to either re-map the document for every sheet I want to use it on, or download all the created documents from the report in a zip file and attach them individually to each row in the report.
If you came up with a work-around, I'd be curious to know.
Thanks,
Amy
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